CRM Executive

4 days ago


Charoli BK Pune Maharashtra, India Swastik Group Full time

1. Verification of the customer documents as provided by Sales, understanding all the commitments made during the sale transaction & deviation given, if any.

2. Welcome call & welcome kit to the customers providing them with necessary information thus building rapport with them.

3. Responsible for achieving & overachieving the defined collection targets.

4. Raising timely invoices as per the billing milestones achieved.

5. Thorough follow up with clients for payments until closure.

6. Ensure registration readiness of the customer & prompt support to the backend team for execution.

7. Deliver good customer experience with an intent of 100% customer satisfaction & generating referrals from existing customers.

8. Ensure prompt response to customer queries.

9. Ensure smooth functioning of handing over formalities.

10. Rapport building with external partners for loan disbursement.

11. Address various customer grievances within defined SLA's.

13. Follow up with the projects team to close loop on snag list.

14. Generate various weekly, monthly reports to track the deliverables.

15. Readiness for audit by systematically maintaining the required documentation & process adherence.

Pay: ₹12,435.07 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance

Schedule:

- Day shift
- Weekend availability

Supplemental Pay:

- Performance bonus
- Yearly bonus

Work Location: In person


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